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Sponsor portfolioWelfare / HealthEIN 27-6120668
WILLIAM C SHADDOCK INHERITORS TRUST
d/b/a CAPITAL TITLE OF TEXAS
2400 DALLAS PARKWAY, SUITE 560 · PLANO, TX 75093
9726822700
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,269
No prior year
Total participants
1,310
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.2M | 32.0% | |
| Dental | $849K | 23.2% | |
| Vision | $849K | 23.2% | |
| Life | $324K | 8.8% | |
| Long-term disability | $302K | 8.3% | |
| Short-term disability | $163K | 4.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVOth | $849K | 44.2% | 1 | 1 | 1,173 |
EIN 360883760 | LSTDLTDOth | $838K | 43.6% | 1 | 5 | 1,269 |
EIN 410451140 | Oth | $235K | 12.2% | 1 | 1 | 1,178 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY | $293K | $56K | $349K | 99.1% | 1 |
| ADP, INC. | BOSTON, MA | RELIASTAR LIFE INSURANCE COMPANY | $0 | $3K | $3K | 0.9% | 1 |
History & trajectory
9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan